we haven't started the sandy rebuild yet. the united states, he's talking about inland empire, which had been the single worst hit area in america, bidding wars for houses. he is saying wi is going to be an upyear. analysts downgrade it. this is why i say there's another current of skepticism. largest lumber company, that stock's not stopping here. >> i had to laugh when trim tabs gave their inflow numbers for january. $55 billion into mutual funds and etfs. they said the previous record was february of 2000. their words right before the tech bubble popped. that's the skepticism you were talking about. >> investing in irony is a popular thing. they say, i remember, in 1989, we had just come from 1987, and we got back to these levels. i said, well, that's ridiculous. everyone's going to be -- once they get back to the '87 level, they'll sell. the market doubled. then it doubled again. investing in irony is difficult. what you do is invest in earnings, invest in companies, invest in profits. and the profits are pretty good. >>